Jennifer Granholm on What Will Survive of Biden's Energy Legacy – Odd Lots

Jennifer Granholm on What Will Survive of Biden's Energy Legacy – Odd Lots — Transcript

Market views

Bullish

DATACENTER— Growing demand for data center energy presents significant opportunities for clean energy solutions and grid expansion.
CLEANENERGY— The administration is strongly committed to expanding clean energy as part of the US energy strategy, with significant investments and organizational changes to support this growth.
NUCLEAR— The administration is highly supportive of nuclear energy as part of its clean energy strategy.
GEOTHERMAL— Geothermal energy is receiving strong support from the administration as a clean energy source.
GRIDTECH— There's significant potential in grid enhancement technologies to increase power transmission capacity without extensive new infrastructure.
HYDROGEN— Hydrogen energy is receiving bipartisan support and ongoing development efforts.
LNG— The US has significantly increased its LNG export capacity, becoming the world's largest exporter, though future growth may be moderated by environmental considerations.

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